Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFGW (Community Financial Group Inc. (Spokane WA)) | NA | 42.31% | 6.30% | 10.99% | 15.50% | NA | NA | … | … |
Data as of 02/09/2024, Common starting date is 02/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFGW (Community Financial Group Inc. (Spokane WA)) | 02/26/2013 | 02/09/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 42.31 | 6.30 | 10.99 | 15.50 | NA | NA | … | … | 218.29 | -55.29 | -19.30 | 26.48 | 0.34 | 15.56 | 46.80 | 31.43 | -5.41 | 42.52 | -3.57 | -30.00 |
| Sharpe Ratio | NA | 0.22 | 0.04 | 0.10 | 0.21 | NA | NA | … | … | 10,384.28 | -0.45 | -1.43 | 1.30 | 0.00 | 0.54 | 0.99 | 1.91 | -0.65 | 1.17 | -0.16 | -0.90 |
| Standard Deviation(%) | NA | 171.50 | 107.05 | 94.40 | 68.57 | NA | NA | … | … | 322.86 | 133.12 | 14.19 | 20.95 | 101.86 | 25.98 | 45.97 | 16.19 | 8.67 | 36.30 | 22.61 | 38.21 |
| Draw Down(%) | NA | 55.88 | 64.87 | 79.78 | 79.78 | NA | NA | … | … | 0.00 | 55.88 | 19.41 | 2.63 | 57.14 | 16.77 | 18.73 | 0.00 | 9.19 | 10.00 | 14.75 | 30.00 |
| Yield(%) | 0.00 | 10.90 | 3.07 | 2.30 | 2.72 | 1.27 | 0.95 | … | … | 23.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/09/2024, Common starting date is 02/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFGW (Community Financial Group Inc. (Spokane WA)) |
-25.34%
May 2020 – May 2023 |
-11.95%
Dec 2018 – Dec 2023 |
-0.73%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFGW (Community Financial Group Inc. (Spokane WA)) |
36.27%
Feb 2017 – Feb 2020 |
26.99%
Jan 2015 – Jan 2020 |
11.59%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart